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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,097 | $54,370-74.1% | $82,763-83.0% | $68,490-79.4% |
| Participation rate | 20.3% | 63.9%-43.6pp | 72.6%-52.3pp | 67.9%-47.6pp |
| Annual return | -18.79% | -13.67%-5.1pp | 702.45%-721.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $99 | $2,219-95.6% | $3,008-96.7% | $2,597-96.2% |
| Participant deferral / active EE | $990 | $3,247-69.5% | $4,395-77.5% | $4,028-75.4% |
| Admin fee / account holder | $1,672 | $4,398-62.0% | $5,325-68.6% | $5,403-69.1% |